Category Archives: Cocktail Investing Podcast

Ep 64 The Fed, GDP and the consumer with Bankrate’s Mark Hamrick

Ep 64 The Fed, GDP and the consumer with Bankrate’s Mark Hamrick

With trade and tariffs once again making headlines ahead of the G7 meeting and next week’s US-North Korea summit, as well as the Fed’s upcoming June FOMC meeting, on this week’s podcast Tematica’s mixologists talk with Mark Hamrick, Washington Bureau Chief, Senior Economic Analyst at Bankrate.comand President of the Society for Advancing Business Editing and Writing (SABEW).

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Ep. 62: Trump, China and North Korea: Is anyone surprised?

Ep. 62: Trump, China and North Korea: Is anyone surprised?

The bluster emanating from the White House and President Trump’s Twitter feed over new potential import tariffs on auto and canceling the June 12 meeting North Korea as the latest negotiating tactics in the Trump playbook. Pretty much it’s Trump: The Art of the Deal on the accelerating escalator and it’s bringing rising uncertainty back into the market.

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Ep. 60: Rising Geopolitical Instability Amidst Earnings that Failed to Excite

Ep. 60: Rising Geopolitical Instability Amidst Earnings that Failed to Excite

    As we head towards the close of earnings season, there is no shortage of drama to challenge investors. Our resident mixologists, Chris Versace, Chief Investment Office and Lenore Hawkins, Chief Macro Strategist pour over the data and the headlines and distill it all down in our latest episode of Cocktail Investing. As of […]

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Ep. 59: Exposing the Supply Chain Security Nightmare

Ep. 59: Exposing the Supply Chain Security Nightmare

In today’s podcast, Tematica’s Chris Versace discusses with Interos Solutions CEO and President Jennifer Beisceglie how the downside of the operational focus on the supply chain has kicked the door wide open for bad actors to exploit it in the form of cyber and other attacks. Listen now

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Ep 58: Why Boxed is a Takeout Candidate

Ep 58: Why Boxed is a Takeout Candidate

  Download Episode   Amid the ups and downs of the stock market, it comes as little surprise to us here at Tematica that thematically well-positioned companies are M&A takeout candidates. We’ve seen it before, and odds are we will see it again. If you’ve been listening to CNBC or FOXBusiness, we are once again […]

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EP 56: How and Why the Thematic Approach Helps You Make Better Investments

EP 56: How and Why the Thematic Approach Helps You Make Better Investments

In this episode of Cocktail Investing Chris Versace digs into how he developed the thematic investing approach and why it works so well. We hear how during the dotcom boom of the late 1990s, Chris was in the trenches with many in Wall Street who found that traditional ways of looking at investing were no longer producing results. He looked around at the traditional sector-focused investment strategies that were missing not only opportunities, but unable to capture meaningful signals from the marketplace – thus the birth of Tematica’s investment approach.

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